David A. Grooters, ChFC®, CLU®, MSFS®

Partnering with David Muilenberg in 1978, David acts as our liaison between our clients and planning team. David’s many years of experience provides a wealth of insight and knowledge when it comes to retirement, legacy and charitable planning.

David has worked extensively in the field of wealth management since 1971.  His areas of specialty include Wealth Accumulation Strategies, Estate Planning and Medicare.  David currently serves as our Client Services Specialist. 

His designations include are ChFC®, and CLU®, with a Master of Science in Financial Services (MSFS®) were earned from The American College in Bryn Mawr, PA.  

David graduated from Western Michigan University in Kalamazoo, MI, with a Bachelor of Business Administration degree.  He holds the following securities licenses:  FINRA Series 7*  Additionally, he holds the Michigan Accident, Life & Health Insurance and Variable Annuities licenses.

David has served as past president of the West Michigan Chapter of CLU and the Michigan Association of Life Insurance Counselors.  He is currently a member of the West Michigan Estate Planning Council, the Grand Rapids Chapter of NAIFA (National Association of Insurance and Financial Advisors) and the Society of Financial Service Professionals.

David is married to Marianne and has five children and 17 grandchildren. David enjoys the outdoors, golfing, and spending time with his family. 

*Securities registrations held through LPL Financial.